Dhk Financial Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Dhk Financial Advisors, Inc.

$163 Million
Q4 2024

A detailed history of Dhk Financial Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Dhk Financial Advisors, Inc. holds 58,897 shares of SDVY stock, worth $2.21 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

58,897

Previous 58,600 0.51%

Holding current value

$2.21 Million

Previous $2.13 Million 0.94%

% of portfolio

1.3%

Previous 1.32%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$35.45 - $40.33 $10,528 - $11,978	297 Added 0.51%	58,897 $2.11 Million
Q3 2024 Oct 24, 2024	BUY	$32.65 - $36.69 $7,313 - $8,218	224 Added 0.38%	58,600 $2.13 Million
Q1 2024 May 10, 2024	BUY	$31.21 - $34.82 $468,150 - $522,300	15,000 Added 34.58%	58,376 $2.03 Million
Q2 2023 Jul 19, 2023	BUY	$24.91 - $28.31 $1.08 Million - $1.23 Million	43,376 New	43,376 $1.23 Million

Others Institutions Holding SDVY

# of Institutions

436

Shares Held

138M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Dhk Financial Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History